Jeff Holtzman Email & Phone Number
Vice President of Sales @ Qualified Financial Services
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Jeff Holtzman Location
- Saint John, NB, CA
Jeff Holtzman Work
- Vice President of Sales @ (October 2022 - Present)
- Director, Wealth Sales @ (May 2014 - October 2022)
- Vice President, Sales @ Marquest Asset Management Inc. (April 2013 - May 2014)
- President, Agency Operations @ ARC Financial Group Ltd. (July 2009 - April 2013)
- Regional Sales Manger @ Stone Investment Group Limited (November 2002 - June 2009)
Jeff Holtzman Education
- Dalhousie University
Continuing Education
1994-1995 - Bishop's University
B.Sc (Chemistry)
1990-1994
Jeff Holtzman Skills
- Account Management
- Business Development
- Financial Planning
- Sales Presentations
- Wealth Management
- Sales
- Training
- Insurance
- Financial Services
- Financial Advisory
- Financial Markets
- Life Insurance
- Mutual Funds
- Operations Management
- Strategic Planning
- Retirement Planning
- Team Building
- Investments
Jeff Holtzman Summary
- Jeff Holtzman, based in Saint John, NB, CA, is currently a Vice President of Sales at QFS. Jeff Holtzman brings experience from previous roles at Sun Life Financial, Marquest Asset Management Inc., ARC Financial Group Ltd. and Stone Investment Group Limited. Jeff Holtzman holds a 1994 - 1995 Continuing Education @ Dalhousie University. With a robust skill set that includes Account Management, Business Development, Financial Planning, Sales Presentations, Wealth Management and more. Jeff Holtzman has 2 emails and 1 mobile phone numbers on RocketReach.
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